PCS

Personal CFO Solutions Portfolio holdings

AUM $712M
1-Year Est. Return 25.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$5.34M
3
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$1.84M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.25M

Top Sells

1
+$12.2M
2
+$7.43M
3
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.42M
5
NVDA icon
NVIDIA
NVDA
+$2M

Sector Composition

1 Technology 21.86%
2 Financials 20.15%
3 Industrials 8.79%
4 Consumer Discretionary 8.14%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$382K 0.07%
1,808
+1
277
$381K 0.07%
2,831
+704
278
$377K 0.07%
1,164
-119
279
$372K 0.07%
2,226
+271
280
$370K 0.06%
387
+23
281
$369K 0.06%
5,161
+48
282
$368K 0.06%
6,035
+454
283
$368K 0.06%
755
+38
284
$367K 0.06%
3,289
+124
285
$366K 0.06%
1,428
+40
286
$365K 0.06%
2,423
+8
287
$365K 0.06%
6,340
-353
288
$363K 0.06%
2,998
+59
289
$358K 0.06%
+3,764
290
$355K 0.06%
4,061
291
$355K 0.06%
4,765
+450
292
$353K 0.06%
2,695
-351
293
$353K 0.06%
+2,942
294
$349K 0.06%
5,615
+377
295
$348K 0.06%
4,165
+2,064
296
$347K 0.06%
5,478
-157
297
$346K 0.06%
1,163
+39
298
$346K 0.06%
1,751
+11
299
$346K 0.06%
10,364
+2
300
$345K 0.06%
1,697
+167
10 11
12
13 14